Archive for February 2018

Are you a person people want to be around?

Do you have the Midas touch with people? Are you someone that somebody wants to be around? Are you fun? Exciting? Are you a people magnet? Do you get more opportunities? More encouragement? In the book the ‘Noticer’ by Andy Andres. Jones the old man with the suitcase, is talking to a young man that…

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Radio Clip – The Rules Have Changed!!!

Listen and Learn to How things are Chaning!!! ________________________________________________________________________________________ Michelle Bertram and Beverly Bertram are financial advisors living in Mineral Point WI and serving the surrounding communities. Michelle Bertram does financial planning for retirees along with business consulting. Beverly Bertram specializes in retirement planning and income planning for her clients. Michelle Bertram and Beverly Bertram…

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Podcast – Bigger Things

Bigger things with Michelle Bertram and why they are important during retirement – Listen, Learn and Share HERE!!!   ________________________________________________________________________________________ Michelle Bertram and Beverly Bertram are financial advisors living in Mineral Point WI and serving the surrounding communities. Michelle Bertram does financial planning for retirees along with business consulting. Beverly Bertram specializes in retirement planning…

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Is your Portfolio Diversified?

I have often said that the word diversification has been thrown around in our world like pixie dust. It’s like diversification is the magic to protect your portfolio from too much risk and get you the best gains. While there is some truth to that, you must understand true diversification. You probably heard the saying,…

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Podcast – A Market Correction!!!

Listen to Michelle as she talks about the newest news with the market – here!!! ________________________________________________________________________________________ Michelle Bertram and Beverly Bertram are financial advisors living in Mineral Point WI and serving the surrounding communities. Michelle Bertram does financial planning for retirees along with business consulting. Beverly Bertram specializes in retirement planning and income planning for…

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What’s happening with the market? Should I stay or sell?

This weeks question comes in from Everyone! What’s happening with the market? Should I stay or sell? Market Volatility came back with the vengeance of a good winter storm as February rolled in. There are many talks and speculations about why the question everyone wants to know! The continued talk of rising interest rates and…

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5 Ways to Show Love!!!

Want to let someone know they’re loved? Try using actions, rather than words. “Love is an action verb,” Here are 5 ways you can show someone you love them!!! 1. Small weekly gifts “count” more than rare, splashy ones. The underlying love message: “I’m committed to you.” Frequent contact is one of the best signs of…

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Podcast – What is a fair price for investment and retirement services?

Listen and learn with Michelle what a fair price for investment and retirement services is – Here!!!   ________________________________________________________________________________________ Michelle Bertram and Beverly Bertram are financial advisors living in Mineral Point WI and serving the surrounding communities. Michelle Bertram does financial planning for retirees along with business consulting. Beverly Bertram specializes in retirement planning and…

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Radio Clip – Should I look for the lowest funds?

Listen and learn what Michelle has to say about investment and retirement services!   ________________________________________________________________________________________ Michelle Bertram and Beverly Bertram are financial advisors living in Mineral Point WI and serving the surrounding communities. Michelle Bertram does financial planning for retirees along with business consulting. Beverly Bertram specializes in retirement planning and income planning for her…

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Why is why important and what is your why?

This weeks question came in from Patti in Cuba City, WI Why is why important and what is your why? First, we probably need to give a little background on this. When we meet with someone, one of the first steps in our DREAM Process is to talk about what you want and paint your…

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